Lodestone Wealth Management LLC Capital Group Intl Focus Equit Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Intl Focus Equit stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 114,623 shares of CGXU stock, worth $2.99 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
114,623
Previous 98,254
16.66%
Holding current value
$2.99 Million
Previous $2.53 Billion
16.39%
% of portfolio
1.55%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding CGXU
# of Institutions
207Shares Held
69.6MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC7.85MShares$205 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO5.42MShares$141 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA4.68MShares$122 Million0.03% of portfolio
-
Ubs Group Ag3.71MShares$96.7 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A63.27MShares$85.4 Million0.02% of portfolio